Quantum Financial Advisors Inc.

Quantum Financial Advisors Inc. (CRD# 113563) is a financial advisory firm headquartered in Rockville, MD. They manage $143,151,828 in 332 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
51 Monroe Street, Suite 1902, Rockville, MD 20850
https://www.linkedin.com/company/quantum-financial-advisors/
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $431,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, IN, MD, NV, PA, VA

Financial Advisors at Quantum Financial Advisors Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael Huber, financial advisor Rockville MD
Michael J. Huber
CRD#: 7090706
51 Monroe Street, Suite 1902, Rockville, MD 20850

Michael Huber (CRD# 7090706) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 5 years of experience in the finance industry.

2
Howard Lodge, financial advisor Rockville MD
Howard R. Lodge
CRD#: 1420474
51 Monroe Street, Suite 1902, Rockville, MD 20850

Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 30 years of experience in the finance industry.

3
Andrew Martin, financial advisor Rockville MD
Andrew B. Martin
CRD#: 4484517
51 Monroe Street, Suite 1902, Rockville, MD 20850

Andrew Martin (CRD# 4484517) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 22 years of experience in the finance industry.

4
Joseph Rinaldi, Iii, financial advisor Rockville MD
Joseph F. Rinaldi, Iii
CRD#: 1012144
51 Monroe Street, Suite 1902, Rockville, MD 20850
Joseph Rinaldi, Iii (CRD# 1012144) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 21 years of experience in the finance industry.
5
Joseph Schmelzle, financial advisor Rockville MD
Joseph J. Schmelzle
CRD#: 6591250
51 Monroe Street, Suite 1902, Rockville, MD 20850

Joseph Schmelzle (CRD# 6591250) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 9 years of experience in the finance industry.

6
John Weisbrod, financial advisor Pittsburgh PA
John A. Weisbrod
CRD#: 1056293
604 Mcknight Park Drive, Pittsburgh, PA 15237

John Weisbrod (CRD# 1056293) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pittsburgh, PA and has over 41 years of experience in the finance industry.

7
Dale Cowher, financial advisor Pittsburgh PA
Dale K. Cowher
CRD#: 7483983
Pittsburgh, PA

Dale Cowher (CRD# 7483983) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pittsburgh, PA and has 1 year of experience in the finance industry.

8
Emmanuel Ike, financial advisor Rockville MD
Emmanuel N. Ike
CRD#: 1984161
51 Monroe Street, Suite 1902, Rockville, MD 20850

Emmanuel Ike (CRD# 1984161) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 34 years of experience in the finance industry.

9
Mark Tiralosi, financial advisor Rockville MD
Mark R. Tiralosi
CRD#: 2799289
51 Monroe Street, Suite 1902, Rockville, MD 20850

Mark Tiralosi (CRD# 2799289) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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